Highlights

Automate workflow tasks in ACT!
Link individual activities together to build complex workflow patterns -
create drip marketing campaigns, lead management processes, multi
touch sales strategies, and more
Set date, time, and duration schema for each activity
Generates reports
Export data (i.e. change of an ID/ Status generates a report)
Monitor Contacts/ Companies/ Groups/ Opportunities for trigger events: i.e. Change in field value
Creation of a new Contact, Company, Group, or Opportunity
Synchronization of data
Modification of any data in your ACT! database
Save workflow patterns for future use
Combine with our other AddOns to maximize productivity:
- Import IT - schedule data imports, trigger a workflow event, shorten response time, and increase client satisfaction
- Outreach IT - create and send email campaigns without any user interaction
- Export IT - automatically export data for use in back-office systems, such as accounting software

Functions Workflow IT can execute:

Create a follow up task and assign to a specific team member
Modify field values
Move Contacts and Companies to and from Groups
Send email notifications to team members prior to scheduled Activities
Generate written correspondance using an ACT! template
Assign numbers to Contacts or Opportunities
Schedule a new Activity dependent on the outcome of a previous Activity
Monitor tasks and forward to another team member or escalate to management if not completed as scheduled
And a lot more!

Successful solutions for professional customer relationship management
We develop after your suggestions

Increase productivity by automating recurring processes

- you define the rules, Workflow IT executes it

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